Archive

The Hostage City

Charts That Made Me an Investor

Key market insights from a decade and a half of investing

When Infrastructure Breaks: A Chain Reaction from Currencies to Credit, Shortages, and Systemic Risk

When Sabotage Backfires

How the CIA Accidentally Helped an Irans Nuclear Program

The Global City Is a Confidence Game

Emerging Markets: A Market Designed to Punish Narrative Traders

Integration Level 2: The Weather Is Never Right

Germanys Structured Problem: Before You Trust the System, Ask Who It Fails

The Most Valuable Thing About Your Portuguese Passport Has Nothing to Do With Travel